CRM

jfd118
Mitwirkender/Mitwirkende

Change type of custom contact property

lösung

Hello,

I created a custom contact property as a "dropdown select".  The "dropdown select" allows one field to be selected.  Having populated virtually all contacts with the field I now realize I should have used a "multiple checkbox" because I need some contacts to have two of the possible selections. 

 

I find that I am unable to change the select type from "dropdown select" to "mutiple checkbox".   

Is there a workaround that would allow me to do this? 


Thanks

1 Akzeptierte Lösung
Josh
Lösung
Trendsetter/-in | Platinum Partner
Trendsetter/-in | Platinum Partner

Change type of custom contact property

lösung

Hi @jfd118,

 

My recommendation would be to export your contact list including the data populated in that property. Create a new property using multi-checkbox and re-upload, populating that field.  After which you can delete your old field.

 

If you want to import multiple values into a multi-checkbox field using an import, start your data in the field with a semi-colon and separate the values with semi-colons as well. Here's an article on that.

 

Please let me know if you have any questions about this. Happy to walk you through it.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
gelflex-cc
Autorität

Change type of custom contact property

lösung

@jfd118 I feel your pain.  What @Josh recommended is the best.

Josh
Lösung
Trendsetter/-in | Platinum Partner
Trendsetter/-in | Platinum Partner

Change type of custom contact property

lösung

Hi @jfd118,

 

My recommendation would be to export your contact list including the data populated in that property. Create a new property using multi-checkbox and re-upload, populating that field.  After which you can delete your old field.

 

If you want to import multiple values into a multi-checkbox field using an import, start your data in the field with a semi-colon and separate the values with semi-colons as well. Here's an article on that.

 

Please let me know if you have any questions about this. Happy to walk you through it.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer